Filed December 28, 2020 (most recent of 9 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-5476782 | Advisory (Plan) | $61,875 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA DISTRIBUTION HOLDING CORP Service code 27 · EIN 13-4078005 | Advisory (Plan) | $20,625 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,901 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,111 | $36,916+127.8% | $156,549-46.3% | $57,658+45.9% |
| Participation rate | 64.4% | 63.4%+1.0pp | 84.0%-19.6pp | 70.2%-5.8pp |
| Annual return | 8.17% | 12.38%-4.2pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $1,896 | $1,571+20.7% | $5,501-65.5% | $1,974-3.9% |
| Participant deferral / active EE | $4,347 | $1,926+125.8% | $4,871-10.8% | $3,061+42.0% |
| Admin fee / account holder | $18 | $82-77.6% | $13,027-99.9% | $95-80.4% |